Oppenheimer & Company Inc.
Oppenheimer & Company Inc. (CRD# 249) is a financial advisory firm headquartered in New York, NY. They manage $22,650,951,893 in 32,333 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management22,651MILLION
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Total Number of Accounts32,333ACCOUNTS
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Average Account Value$700,552
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Carlos Burns (CRD# 1966662) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Coral Gables, FL and has over 31 years of experience in the finance industry.
Duane Cabrera (CRD# 2039205) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Radnor, PA and has over 33 years of experience in the finance industry. Duane Cabrera has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Peter Cadaret (CRD# 2833000) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 26 years of experience in the finance industry.
Arthur Caione (CRD# 2200691) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 31 years of experience in the finance industry.
Arthur Caione (CRD# 600429) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 42 years of experience in the finance industry. Arthur Caione has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Campione (CRD# 2093819) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 31 years of experience in the finance industry.
Jack Cantalin (CRD# 6534877) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Saint Louis, MO and has over 5 years of experience in the finance industry.
Joaquin Canto (CRD# 1100183) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Houston, TX and has over 35 years of experience in the finance industry.
David Carey (CRD# 1224756) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in San Francisco, CA and has over 39 years of experience in the finance industry.
Lora Carlon (CRD# 1403003) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Chicago, IL and has over 28 years of experience in the finance industry.